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Master and Sub-Accounts

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Setting up a Master Account
Carly Brown May 22, 2018

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Add Sub-Account
Carly Brown May 23, 2018

Your account must be enabled as a master account before you can add sub-accounts. Email support@click2mail.com for information about being enabled as a master account. Sub-accounts must be created before they can be associated with a master account. To add a sub-account, go to your account dashbo......

Remove Sub-Account
Carly Brown May 23, 2018

To remove a sub-account check the record(s) you wish to delete and click "Remove Accounts"....

Share and Unshare Documents
Carly Brown May 23, 2018

Master accounts can share documents with sub-accounts. In My Assets > My Documents, create or upload a document. In the action menu, select "Share" Document....

View Shared Documents from Master Account
Carly Brown May 23, 2018

Available shared documents may be viewed by clicking "Shared Documents" button at the top of My Documents. My Documents can be found in the My Assets menu on the left-hand side of your account dashboard....

View Shared Documents in Sub-Account
Carly Brown May 23, 2018

In sub-accounts, shared documents are shown in My Assets > Shared Assets....

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